3 Personal Insurance Account Manager Jobs in Waynesboro, VA
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Personal Insurance Account Manager
$75k-100k (estimate)
Part Time | Insurance
3 Weeks Ago
Weaver Insurance & Financial Advisors is Hiring a Personal Insurance Account Manager Near Waynesboro, VA
Benefits:
Desired Outcomes of this Role
impact, solve the client’s needs, and enhance our standing in the clients’ eyes.
T- Teamwork: We foster a collaborative and fun environment where every person is focused on
being the best they can.
R- Respect: We treat every individual with respect inside and outside our organization, regardless of
their role, background, or beliefs.
I-Integrity: We uphold the highest standards of honesty, ethics, and transparency in all our actions.
V- Value Creation: We continually seek opportunities to add value through our products, services, and relationships. Our primary goal is to create value for our clients and employees.
E- Efficiency: We will be efficient and effective in all operations and processes. We empower our team to be problem solvers that take initiative and present solutions.
Critical Competencies
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Health insurance
- Paid time off
- Profit sharing
- Training & development
Desired Outcomes of this Role
- Maintain a retention rate of 93% on your book of business
- Proactively reach out to clients
- Conduct ongoing account reviews for your designated portion of the business
- Work efficiently and effectively with clients on their policies
- Effective account rounding
- Generate referrals for personal lines and other departments including financial
- Educate the clients about the benefits of having our agency as their agency
- Proactively call cancelled business that we want back with the agency to try to win them back immediately
- Obviously do not call those that are not eligible or that we do not want due to loses, poor pay or other adverse underwriting issues. Use your good judgement
- The goal is to get back our good quality customers that we have lost
- Generate additional revenue on the book of business
- Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
- Identify account rounding opportunities and proactively pursue them
- Identify coverages that clients have with other agents
- Generate demand for coverages the client didn’t know they needed (i.e. umbrella, extended non-owned auto, inland flood, earthquake etc)
- Work to attract the business owner’s commercial insurance and financial services needs to the agency
- Consistently share the agency’s referral program with clients
- Conduct account reviews
- Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
- Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
- Follow agency remarketing guidelines
- Provide outstanding inbound service on claims, billing questions and endorsements
- Work to manage clients’ expectations
- Follow up via phone or email with clients promptly
- Use every opportunity to confirm and update client contact information
- Educate clients on the benefits of using our agency
- Service Personal Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
- Document the management system
- Follow agency service standards on follow up and follow through
- Positive attitude and efficient work ethic
- Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
- Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
- Create and maintain relationships with clients in accordance with our core values
- Get to know your clients on a personal level
- Conduct audits on new business files
- Work with the producers to check their new business files for accuracy
- Send any onboarding materials to clients post-sale
- Update any missed new business items
- Sell new business for the agency – referrals, account rounding, cross selling, upselling
- Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later
- Follow the agency sales process
- Follow up according to the sales process
- Work to support the marketing and branding team in the following ways:
- Provide them any business cards to be entered into marketing campaigns
- Suggest blog, email and social media topics to the marketing department
- Share agency social media posts on personal social networks
- Participate in pictures and agency branding opportunities when invited
- Other responsibilities as directed by your manager
impact, solve the client’s needs, and enhance our standing in the clients’ eyes.
T- Teamwork: We foster a collaborative and fun environment where every person is focused on
being the best they can.
R- Respect: We treat every individual with respect inside and outside our organization, regardless of
their role, background, or beliefs.
I-Integrity: We uphold the highest standards of honesty, ethics, and transparency in all our actions.
V- Value Creation: We continually seek opportunities to add value through our products, services, and relationships. Our primary goal is to create value for our clients and employees.
E- Efficiency: We will be efficient and effective in all operations and processes. We empower our team to be problem solvers that take initiative and present solutions.
Critical Competencies
- Efficiency - Able to produce significant output with minimal wasted effort.
- Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy.
- Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities. Follow-Through - Lives up to verbal and written agreements, regardless of personal costs.
- Persistence - Demonstrates tenacity and willingness to go the distance to get something done.
- Proactivity - Acts without being told what to do. Brings new ideas to the company.
- Flexibility/Adaptability - Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
- Calm Under Pressure - Maintains stable performance when under heavy pressure or stress.
- Enthusiasm - Exhibits passion and excitement over work. Has a can do attitude.
- Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
- Listening Skills - Lets others speak and seeks to understand their viewpoints.
- Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
- Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
- Persuasion - Able to convince others to pursue a course of action.
- After 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve and the objectives outlined in your job description.
- Additional feedback will be given as needed.
Job Summary
JOB TYPE
Part Time
INDUSTRY
Insurance
SALARY
$75k-100k (estimate)
POST DATE
05/22/2024
EXPIRATION DATE
06/21/2024
WEBSITE
weaverinsfin.com
HEADQUARTERS
Waynesboro, VA
SIZE
25 - 50
INDUSTRY
Insurance
Related Companies
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The job skills required for Personal Insurance Account Manager include Initiative, Written Communication, Teamwork, Planning, Billing, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Insurance Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Insurance Account Manager. Select any job title you are interested in and start to search job requirements.
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The following is the career advancement route for Personal Insurance Account Manager positions, which can be used as a reference in future career path planning. As a Personal Insurance Account Manager, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Insurance Account Manager. You can explore the career advancement for a Personal Insurance Account Manager below and select your interested title to get hiring information.
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